Northeast Institutional Sales

Distribution Strategy

• Provide peer leadership for approximately 60 student callers, setup and manage calling shifts, enforce personnel policies, evaluate and coach callers, while striving to meet phone room goals • Act as a representative of Boston College and handle challenging situations with poise, professionalism, and a positive attitude, working 12 hrs/wk • Supply additional support to the Assistant Director by reviewing shift performance in real time to provide recommendations for improving and… Show more • Provide peer leadership for approximately 60 student callers, setup and manage calling shifts, enforce personnel policies, evaluate and coach callers, while striving to meet phone room goals • Act as a representative of Boston College and handle challenging situations with poise, professionalism, and a positive attitude, working 12 hrs/wk • Supply additional support to the Assistant Director by reviewing shift performance in real time to provide recommendations for improving and maintaining caller performance Show less

• Leveraged internal resources and stakeholders to produce a 40-pg ESG sales playbook to drive Growth Thematics, identifying key aspects of the sales execution and centralizing content throughout SSGA, 40 hrs/wk • Researched and presented analysis of sales channels to generate client and prospect books that drive strategic focus, investigating metrics on client profiles, pipelines, and capital of investment product offerings • Reviewed and uploaded details into Salesforce for future… Show more • Leveraged internal resources and stakeholders to produce a 40-pg ESG sales playbook to drive Growth Thematics, identifying key aspects of the sales execution and centralizing content throughout SSGA, 40 hrs/wk • Researched and presented analysis of sales channels to generate client and prospect books that drive strategic focus, investigating metrics on client profiles, pipelines, and capital of investment product offerings • Reviewed and uploaded details into Salesforce for future reporting measures throughout to assist team in productive client conversations and portfolio reviews • Extracted data from online databases such as eVestment, Money Market Directories, and Brightscope to build a prospecting book of business for the Consultant Relations team with a goal of creating future profitability Show less

• Utilize the platform Qualtrics in the creation of studies for marketing research on consumer behavior, 10 hrs/wk• Investigate large databases using R to enhance research operation and analysis • Review and critique essays in the process of publication to ensure all research findings are communicated effectively and coherently

• Assisted in the implementation of technology-based solution throughout Legal Department• Proposed and executed a post-production process to triage issues that users report with the newly implemented software, utilizing an Issue Tracker to advance solution-finding with vendor • Maintained a proactive approach in post-production period by gathering, analyzing, and reporting daily metrics from the Issue Tracker to identify data trends and ensure that user solutions were reached in a… Show more • Assisted in the implementation of technology-based solution throughout Legal Department• Proposed and executed a post-production process to triage issues that users report with the newly implemented software, utilizing an Issue Tracker to advance solution-finding with vendor • Maintained a proactive approach in post-production period by gathering, analyzing, and reporting daily metrics from the Issue Tracker to identify data trends and ensure that user solutions were reached in a timely manner • Developed deliverables to enable process efficiency and user-friendly self-service in the department, such as a Procurement step-by-step guide Show less

• Served as a “New Horizons” counselor, working with campers who had Autism, Asperger’s, Down Syndrome, and ADHD, ensuring fair and engaging participation in all the camp activities • Led campers in a wide range of activities, including swim lessons, arts and crafts, field trips, archery, and field games, averaging 40 hours a week over 9 weeks in the summer • Fostered a solution-oriented approach when managing campers, being in charge of 10-30 children at a time